Filed March 30, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,720 | $47,278-22.3% | $124,672-70.5% | $93,030-60.5% |
| Participation rate | 39.0% | 51.1%-12.1pp | 74.6%-35.6pp | 73.9%-34.9pp |
| Annual return | 10.96% | 15.27%-4.3pp | 5142.93%-5132.0pp | 158.70%-147.7pp |
| Employer contribution / active EE | $223 | $937-76.2% | $3,324-93.3% | $2,706-91.8% |
| Participant deferral / active EE | $1,154 | $1,786-35.4% | $4,614-75.0% | $4,562-74.7% |
| Admin fee / account holder | $54 | $108-49.8% | $7,493-99.3% | $152-64.1% |